Sargent Bickham Lagudis’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $88.8K | Buy |
967
+27
| +3% | +$2.48K | 0.01% | 354 |
|
|
2022
Q3 | $77K | Buy |
940
+6
| +0.6% | +$491 | 0.01% | 350 |
|
|
2022
Q2 | $83K | Buy |
934
+5
| +0.5% | +$444 | 0.01% | 343 |
|
|
2022
Q1 | $92K | Hold |
929
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $94K | Hold |
929
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $87K | Hold |
929
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $90K | Hold |
929
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $88K | Hold |
929
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $78K | Buy |
+929
| New | +$78K | 0.01% | 357 |
|
|
2016
Q2 | – | Sell |
-53
| Closed | -$4K | – | 709 |
|
|
2016
Q1 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 640 |
|